RECOGNIZED EXCELLENCE
Accolades and Media.
From industry awards to national media features, our work has been recognized by some of the most respected voices in finance.
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Ranked Among Best Fee-Only Financial Planners — Listed as one of DC’s best financial advisers - Feb 2026, Feb 2025, Dec 2023, Mar 2022, Jan 2021, Dec 2019, Feb 2018, Mar 2016, Nov 2012, Nov 2010
Listed on Washingtonian Top Wealth Adviser Hall of Fame — 2023
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Top Financial Professionals in NoVA — Selected one of the Northern Virginia area’s best in finance - Sept 2025, Sept 2024, Sept 2023, Sept 2022, Sept 2021, Sept 2020 , Sept 2019, Aug 2016, Sept 2015, Sept 2014, Sept 2013, Sept 2012, Sept 2011, April 2009
Risky Business: Expert Financial Advisor — Featured as 1 of 50 top Northern Virginia firms - April 2009
Real Estate: What's the Best Course Now? — Mark Joseph quoted in article by Tracey Edgerly Meloni - March 2013
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Washington's Premier Wealth Advisors — Ranked one of DC's top wealth managers by NABCAP - Sept 2011, Sept 2012, Sept 2013
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Seven Smart Money Moves for the Holidays — Mark Joseph quoted in article by Brett Arends — Nov 2010
Finding an Index-Fund Genius — Mark Joseph quoted in article by Ron Lieber — Feb 2006
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Devising a Tax Strategy After the Paycheck Is No More — Mark Joseph quoted in article by Sandra Block v Oct 2013
Your Money: How to Avoid a Tom Daschle Tax Problem — Mark Joseph quoted in article by Ron Lieber — Sept 2008
Memo to the Uneasy Investor: Be Strong — Mark Joseph quoted in article by Ron Lieber — Sept 2006
Is a Recession Ahead? A Bond Buyer's Debate — Mark Joseph quoted in article by Robert Hershey, Jr. — Sept 2016
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How to Lessen the Tax Bite in Retirement — Mark Joseph quoted in article by Sandra Block — Oct 2013
How to Limit Taxes on Capital Gains in Retirement — Mark Joseph quoted in article by Sandra Block — Oct 2013
Cash In On Your Home? — Mark Joseph quoted in article by Kristin Davis — April 2005
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What Does the Tax Deal Mean to You? — Mark Joseph quoted in article by Sandra Block and John Fritze — Dec 2010
Seven Smart Money Moves for the Holidays — Mark Joseph quoted in article by Brett Arends — Nov 2010
Seniors Can Skip IRA Withdrawals This Year — Or Roll One Back - Mark Joseph quoted in article by Sandra Block — Nov 2009
It's Not Too Late to Get In On Some Good Tax Breaks — Mark Joseph quoted in article by Sandra Block — Oct 2009
Another Perk to Giving to Charity: A Nice Tax Break — Mark Joseph quoted in article by Sandra Block— Dec 2008
Shrinking Nest Eggs: How the Ailing Economy Affects Yours — Mark Joseph quoted in article by Sandra Block— May 2008
New Legislation Makes It Easier to Donate Money to Charity from IRAs — Mark Joseph quoted in article by Sandra Block — Aug 2006
This is the Year to Make Most of Charitable Donations — Mark Joseph quoted in article by Sandra Block — Dec 2005
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Get More From Your Donation — Mark Joseph quoted in article by Kate Ashford — Dec 2011
The Second-Chance Family — Mark Joseph quoted in article by Paul Keegan — Sept 2006
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Ask the Adviser Q&A: "Best Way to Buy Munis" — Mark Joseph responded to Q&A — Oct 2008
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Making the Leap: Starting Your Own Firm — By Mark Joseph, winner of the Nationwide Call for Papers competition - Dec 2004
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Should Women Save More for Retirement Than Men? — Mark Joseph quoted in article by Mark Terry — Nov 2005
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What Happens to Our Capital Gains Taxes If We Divorce? — Mark Joseph quoted in article by Kate Ashford — Jun 2012
Should I Use the FSA or Dependent Care Credit? — Mark Joseph quoted in article by Kate Ashford — Jan 2012
Can We Deduct the Cost of Caring for an Elderly Relative? — Mark Joseph quoted in article by Kate Ashford — Dec 2011
When Writing a Check Just Isn't Enough — Mark Joseph quoted in article by Donna Rosato — Nov 2005
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Charitable Rollover Provides Opportunity for Giving — Mark Joseph quoted in article by Deborah Nason — Oct 2006
The Second-Chance Family — Mark Joseph quoted in article by Paul Keegan — Sept 2006
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10 Savvy Tax Moves — Mark Joseph quoted in article by Kate Ashford — Feb 2012
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Six Money Tips for Cash-Strapped Summer Interns — Mark Joseph quoted in article by Hope Holland — May 2009